GEOG 497B
Location Intelligence for Business

GEOG 497B Syllabus (Spring 2017)

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This syllabus is divided into several sections. You can read it sequentially by scrolling down the length of the document or by clicking on any of the links below to “jump” to a specific section. That being said, it is essential that you read the entire document as well as material covered in the Orientation. Together these serve the role of our course "contract."


Instructor

Dr. Dennis J. Bellafiore

  • Skype phone: djbellafiore
  • Office phone: (717) 826-0606 (The country code for the United States is 1.)
  • Course e-mail: Please use the course e-mail system (see the Inbox in Canvas).
  • Personal e-mail: dxb45@psu.edu
  • Availability: Please call or e-mail to schedule a time that is convenient for you.

John A. Dutton e-Education Institute
2217 Earth and Engineering Sciences Building
College of Earth and Mineral Sciences, Penn State
University Park, PA 16802

NOTE:

The Instructor will read and respond to Canvas e-mails and discussion forums at least once per day during the work week (Monday through Sunday). If you have a question regarding a writing assignment due at 11:55 any evening, I must receive your question via Canvas e-mail no later than noon, Eastern Time, on that day. Queries sent after noon, Eastern Time, on the date an assignment is due may not be responded to, so please don't procrastinate!


Course Overview

We chose the title, "Location Intelligence for Business" for this course in lieu of "Business GIS" or "Business Geography" with reason. The original authors: Dr. Dennis Bellafiore, Senior Lecturer Penn State Geospatial Intelligence; Joe Francica, Managing Director Geospatial Industry Solutions Pitney Bowes Software; and Wes Stroh, former Executive Editor & Associate Publisher Directions Magazine, designed this course to fill a gap we saw in our own program at Penn State and in many of our peer programs.

In business, the application of maps and mapping technology ranges from long-standing presence (commercial real estate, retail, and logistics) to nascent across different industries. It is clear that the momentum for commercial applications that encompass GIS, geospatial technologies, and geospatial intelligence is growing. In businesses, spatial attributes are being married to the extant enterprise-wide datasets which reside in enterprise databases including Oracle, Cognos, etc. GIS and geospatial analysis are tools and methodologies which are often folded into the more mainstream information technology (IT) applications of "business intelligence" ("BI").

This course uncovers and explores the key geospatial principles involved in site selection, market analysis, risk and crisis management, and logistics, delving briefly into the steps of solving those problems with available geospatial tools and data. We think this provides a foundation for geospatial thinking in commercial settings and a base for subsequent training in specific application suites such as Esri Business Analyst, Pitney Bowes Business Insight, or Alteryx. We believe that now is the time to marry the wise and methodic use of geospatial thinking with geospatial technologies gaining wider acceptance in business applications and commercial settings for decision making and competitive advantage.

What will be expected of you?

If you are a current student in one of Penn State's online geospatial programs, this course will likely be different from any in the online geospatial certificate or master's programs at Penn State. The course is designed to feel a bit more like a seminar, albeit with an introductory tone. We will have weekly readings and 1-2 class "discussions" per week using Canvas. These discussions will take place in web-based discussion forums where you type posts and responses. Depending upon the class size, we may break into teams and hold teleconferences in a more intimate setting. The Canvas discussions will take place asynchronously, so you won't have to log in at a prescribed time--more about that during orientation. During most weeks, you will complete one or more "hands on" activities relating to the concepts discussed, and there may be a brief quiz (multiple choice or short essay).

In addition, students will work in teams to tackle a case study during the latter half of the course. First, with instructor assistance, teams will identify a problem to solve, after which they will present initial thoughts in a mid-term presentation (no more than 5 minutes with 4-5 slides) using Adobe Connect. The project will culminate with the submission of a group final paper (executive summary, data, and methodology). The final paper is intended to be brief, with students focusing on what methodologies and data they would hypothetically use to solve the problem. Students will have an opportunity for self-reflection on what they learned in the process and will complete a peer review on the project as well. (In special cases, students will have the opportunity to work independently on the term project, with instructor approval.)

While we have provided an outline of the course, with specific readings and content to cover, the course may vary from term to term, depending upon the experiences and interests of that term's cohort.

We have worked hard to make this the most effective and convenient educational experience possible. How much and how well you learn is ultimately up to you. You will succeed if you are diligent about keeping up with the class schedule, and if you take advantage of opportunities to communicate with me, as well as with your fellow students.


Course Objectives

At the successful completion of this course, you should be able to:

  • identify and discuss common business activities and the geographic concepts and techonologies involved in addressing them;
  • describe examples of Location Intelligence (LI) applications used in business;
  • identify types of geographical data available and how spatial and aspatial data can be integrated;
  • understand how LI applications are used in the not-for-profit and government sectors;
  • demonstrate professional communication skills through written and spoken presentation of case study findings.


Required Course Materials

In order to participate in this course, you need to have the required course materials and an active Penn State Access Account user ID and password (used to access the online course resources). Approximately two weeks prior to the course start date, the World Campus will mail a course Welcome Letter to you, which includes important information about the course and step-by-step directions for how to begin!

If you do not receive your Welcome Letter, please contact the World Campus' Student Services group immediately so that they can send you the information you need. They can be reached at 1-800-252-3592 in the US or internationally at 814-865-5403 (country code 1). You may reach them by e-mail at psuwd@psu.edu

Required readings, research, and assignments will be available through the course website on the first page for each lesson or will be contained in an associated folder in Canvas. There will be other useful URLs listed throughout the course - those will be noted as "optional."

You will be provided access to Esri Business Analysis Online so do not be concerned about loading software on your computer.

Using the Library

Just like on-campus students, as a Penn State student you have a wealth of library resources available to you!

As a user of Penn State Libraries, you can...

  • search for journal articles (many are even immediately available in full-text)
  • request articles that aren't available in full-text and have them delivered electronically
  • borrow books and other materials and have them delivered to your doorstep
  • access materials that your instructor has put on Electronic Reserve
  • talk to reference librarians in real time using chat, phone, and e-mail
  • ...and much more!

To learn more about their services, see the Library Information for Off-site Users.


Assignments and Grading

Students earn grades that reflect the extent to which they achieve the learning objectives listed above. Opportunities to demonstrate learning include the following, and grades will be based on percentages assigned to each of several components of the course as follows:

A Summary of Assigments for GEOG 497B
Assignment Points/assignment Maximum points
Weekly Activities Lessons 1 through 9 (Discussion Fourms, and Drop Box Assignments) 90%
Term project

Includes the following:

  • Question/Case Study Identification (week 6)
  • Brief "presentation" on progress (week 8)
  • Final term paper (week 10)
10%
TOTAL   100%

Note:

Any deliverable portion of the project is due, regardless of absence. In addition, lessons 2-5 build upon each other--if you chose or need to miss one of those weeks, please review the material so as not to fall behind in succeeding weeks.

Final overall grades will be determined based on averaged grades of assignments. So that you know where you stand, all grades will be posted in Canvas with each assignment. You will be able to track your progress and calculate your average as the course goes along

Letter grades will be based on the following percentages:

Letter Grade and Corresponding Percentage
Letter Grade Percentage
A 90-100%
A- 87.5-89.9%
B+ 85-87.4%
B 80-84.9%
B- 77.5-79.9%
C+ 75-77.4%
C 70-74.9%
D 60-69.9%
F <60%
X Unsatisfactory (student did not participate)

Percentages refer to the proportion of all possible points earned by the student.

Grading Guidelines

Specific activities will vary from week to week, though at the beginning of each week you will be presented a check list covering that week's readings, activities, and any deliverables required of you. Each week may be composed of any of the following:

Readings: You will find selected readings pertinent, from a variety of sources, some will provide an international perspective. Some selections are quick reads and some are case studies. Please note that some readings are openly available while others are only available to registered students.

Keep the following in mind: It's a good idea to start on the readings immediately at the start of the week. Some subjects will require that you read a bit, and then complete an activity before continuing the reading--don't let all of the activities pile up at the end of each week!

Activities/Assignments: Many weeks will include one or more activities. These range from accessing and retrieving data from the Internet to using Esri's Business Analyst Online and other tools to create maps and reports. Many of these activities will provide a source, along with readings, for discussion. Those activities will be identified at the start of each lesson.

Weekly assignments submitted to a Drop Box will be graded according to the following rubric:

Drop Box Assignment Rubric
Criteria Ratings Possible
Score
Clarity of thought 9 points
Addresses the topic with clarity; organizes and synthesizes information thoughtfully; and draws logical conclusions from available information; reader can easily follow the line of reasoning.
4.5 points
Addresses the topic; lacks substantive conclusions; sometimes digresses from topic; reader may struggle at times following line of reasoning.
0 points
Presents little to no clarity in formulating conclusions and/or organization
9 points
Application of course material and models 9 points
Shows a high level of accuracy when interpreting and/or applying course materials or models; presents the correct response.
4.5 points
Shows an acceptable level of accuracy when interpreting and/or applying course materials and models; answer may not be completely correct, but shows understanding.
0 points
Inaccurately interprets and/or applies course materials or models resulting in incorrect answers.
9 points
Comprehension of subject matter/course content 6 points
Demonstrates substance and depth; is comprehensive; shows comprehension of material.
3 points
Covers topic; uses appropriate sources; demonstrates basic level understanding; is objective.
0 points
Does not give adequate coverage of topic; does not demonstrate even basic level understanding; lacks sources.
6 points
Clarity of Presentation 6 points
Is free or almost free of errors (grammar, spelling, and writing mechanics); appropriately documents sources.
3 points
Has errors, but they don't represent a major distraction; documents sources.
0 points
Has errors that obscure meaning of content and adds confusion; neglects important sources or documents few to no resources.
6 points
Total Score --- --- --- 30 Points

Discussions: Discussions will arise from readings and activities. Normally, you will be asked a question or to seek out relevant data to a concept and report back. Discussions will be in written form in Canvas and may include PowerPoint presentation(s). You will find instructions at the start of each lesson.

Students are expected to participate in in online activities and discussions. Because of the importance of discussion to meeting the objectives of the course, students will be evaluated on the frequency and quality of their participation, including the level of preparation for discussion and student analysis and integration of the assigned materials. Students are expected to communicate their ideas clearly and persuasively. This rubric provides the levels of quality expected in this course.

Discussion Assignment Rubric
Contributions Description Points
Assigned
Provocative Response demonstrates a high quality level of participation, goes beyond simply answering the prompt, reflects insight and depth of understanding of course materials, and attempts to stimulate further thought & discussion. 30
Substantial Response includes periodic and timely contributions to class discussions, provides most of the content required by the prompt, shows some analysis, but does not promote further exploration of the subject. 24
Superficial Response provides obvious information without further analysis of the concept; lacks depth of knowledge or reasoning. 18
Incorrect Response does not accurately address the prompt; rambling and/or without consistency. 12
None No response provided to the prompt within the associated timeframe. 0

Term Project: At the beginning of the term, we will review introductions and, if necessary, prompt additional information to get a sense of what project topic might best fit your interests. We will organize students into teams based upon like interests and assign a case study, or in special cases students will work independently on a selected topic per the instructor's permission. This will all take place informally in weeks 1-4 of the course.

During week 6, each team will be expected to formalize a case into a question for submission. Teams will then work toward identifying how they would go about solving the case problem/question and present intitial thoughts in week 8 in a brief PowerPoint.

Students will have the remainder of the term to formalize their data collection and methodology ideas and compile their proposed solution into a final report, due (1 per individual or group) at the end of week 10. 

In addition, team members will peer review others on their team in terms of participation on a scale of 1 to 5. The peer grade should serve as an incentive for each team member to "pull his/her weight" on the team. Peer participation reviews will be averaged for each student for a grade resulting in up to 5% for full participation. Students who work independently, in special situations, will have the additional 5% factored into their overall project grade. More detail will be provided in weeks 1-4 of the course--questions about the term project are welcome.

Late Grading Policy

Because much of the weekly coursework requires you to interact with your cohort on your findings in each activity, late assignments are generally not accepted (oustide of EXTREME emergencies communicated to the instructor in a timely manner). Recall that your lowest week score will be dropped.


GEOG 497B Course Schedule

imagePrintable Schedule

This course is 10 weeks in length, with an optional orientation week preceding the official start of the course. Each lesson is one week long and opens on Wednesday. This syllabus is subject to change at any time. Students will be notified clearly.

Lesson Objectives Activities/Assignments
0. Orientation
  • Become familiar with course policies and resources.
  • Navigate between and within Canvas and Drupal course interfaces.
  • Introductions.
  • Fill out "I Want to Know About You!" survey
  • Participate in "Personal Introductions & Discussion"
1. LI, Business, GIS and Business Geography
  • Provide examples of the use of geography in business strategy/decision-making.
  • Identify sources of data used in analysis in business geography.
  • Discuss Census geographies, demography, and the origins of market segmentation.
  • Explore American Fact Finder
  • Locating a coffee shop in Atlantic City
  • Where do you fit in?
2. Market Segmentation
  • Discuss how location relates to consumer behavior.
  • Discuss the historical antecedents to segmentation.
  • Define cluster, variable, and attribute.
  • Locate and enumerate demographic attributes of a given zip code.
  • List the attributes for a selected cluster and compare clusters based upon variables.
  • Define demographic and psychographic profiling.
  • PRIZM "You Are Where You Live"
  • Compare clusters across PRIZM, MOSAIC, TAPESTRY, ACORN, etc.
  • Explore Claritas P$YCLE and ConneXions
3. Market Research
  • Identify physical and man-made (such as transportation networks) features in a region and discuss how these features can create a barrier to trade.
  • Identify a trade area based upon demographic profile.
  • Identify a trade area based upon psychographic profile (i.e., Experian, Nielson, etc).
  • Describe how geocoding, thematic mapping, and buffer zones apply to market research.
  • Differentiate geographic aspects for delineating trade areas including coarse distance (“crow flies", ring, buffer) and specific distance (drive-time).
  • Esri Business Analyst activities
4. Site Selection
  • Discuss the factors which contribute to site selection
  • Discuss sales forecasting as it relates to site selection
  • Discuss the scalar relationship between site/pad, zip code/census division, and region
  • Esri Business Analyst activities
5. Market and Site Analysis
  • Identify variable inputs to spatial interaction models.
  • Describe sales forecasting models including distance decay/Gravity, analog/store sales, proximal, space-sales ratio.
  • Discuss impacts to existing store network in terms of cannibalization, merchandising, seasonality, and both spatial and aspatial attractiveness features.
  • Demonstrate the application of market research and site selection principles using a case study scenario.
  •  Esri Business Analyst activities and case study
6. Community and Economic Development
  • Describe when/how a city/community behaves like a business/firm in the context of location intelligence, demographics and planning.
  • Discuss market research and demographics as “indicators”.
  • Define a “healthy community”.
  • Self-directed research of economic indicators and location branding
7. Logistics and Transportation
  • Describe network routing and scheduling and distinguish between point-to-point and multi-point methods.
  • Describe mobile, location-based applications including field service management and mobile asset management.
  • Describe the mobile technologies (GPS, AVL) used to support transportation applications.
  • Identify industries and their associated logistics applications including trucking/delivery, airline, train, and utilities.
  • Routing and scheduling case study
8. Risk Management and Crisis Management
  • Define and contrast crisis and risk management.
  • Describe spatial data and methodologies employed in risk management including the positing of scenarios and assessment of costs to the organization.
  • Describe spatial data and methodologies employed in crisis management including damage assessment, response needs assessment and prioritization and communication.
  • Respond to Weyerhauser case study
9. Emerging Trends and Technologies
  • Define and describe emerging technologies as used in commercial applications.
This term we will consider a selection from:
  • cloud computing
  • mobile computing
  • social networks
  • "big" data
  • GeoBI/Analytics
  • augmented reality
  • LiDAR and 3D
10. Final Project
  • Completion of final project.
 


Course Policies

Late Policy

Late homework is accepted under the following circumstances: (1) if prearranged with the instructor; (2) if the result of a documented emergency; or (3) if documented illness (see PARTICIPATION AND ATTENDANCE SECTION below). The exam will be a zero unless these conditions are met. Other excuses are not valid.

Citation and Reference Style

Academic Integrity and Citation Style Guide

Technical Requirements

For this course, we recommend the minimum technical requirements outlined on our "Program Technical Requirements" page. If you need technical assistance at any point during the course, please contact the Outreach Helpdesk (for World Campus students) or the IT Service Desk (for students at all other campus locations).

Internet Connection

Access to a reliable broadband Internet connection is required for this course. A problem with your Internet access may not be used as an excuse for late, missing, or incomplete coursework. If you experience problems with your Internet connection while working on this course, it is your responsibility to find an alternative Internet access point, such as a public library or wireless hotspot.

Mixed Content

This site is considered a secure website, which means that your connection is encrypted. We do, however, link to content that isn't necessarily encrypted. This is called mixed content. By default, mixed content is blocked in Internet Explorer, Firefox and Chrome. This may result in a blank page or a message saying that only secure content is displayed. Follow the directions on our technical requirements page to view the mixed content.

Equations

This course must be viewed using one of the following browsers: Firefox (any version), Safari (versions 5.1 or 6.0), Chrome (0.3 or later), or Internet Explorer with the MathPlayer PlugIn. If you use any other browser, there will be pages containing equations that do not render properly. If you need technical assistance at any point during the course, please contact the Outreach Helpdesk (for World Campus students) or the IT Service Desk (for students at all other campus locations).

Penn State E-mail Accounts

All official communications from the Penn State World Campus are sent to students' Penn State e-mail accounts. Be sure to check your Penn State account regularly, or forward your Penn State e-mail to your preferred e-mail account, so you don't miss any important information.

Academic Integrity

This course follows the guidelines for academic integrity of Penn State's College of Earth and Mineral Sciences. Penn State defines academic integrity as "the pursuit of scholarly activity in an open, honest and responsible manner." Academic integrity includes "a commitment not to engage in or tolerate acts of falsification, misrepresentation, or deception." In particular, the University defines plagiarism as "the fabrication of information and citations; submitting others' work from professional journals, books, articles, and papers; submission of other students' papers, lab results or project reports and representing the work as one's own." Penalties for violations of academic integrity may include course failure. To learn more, see Penn State's "Plagiarism Tutorial for Students."

Course Copyright

All course materials students receive or to which students have online access are protected by copyright laws. Students may use course materials and make copies for their own use as needed, but unauthorized distribution and/or uploading of materials without the instructor’s express permission is strictly prohibited. University Policy AD 40, the University Policy Recording of Classroom Activities and Note Taking Services addresses this issue. Students who engage in the unauthorized distribution of copyrighted materials may be held in violation of the University’s Code of Conduct, and/or liable under Federal and State laws.

For example, uploading completed labs, homework, or other assignments to any study site constitutes a violation of this policy.

Accommodations for Students with Disabilities

Penn State welcomes students with disabilities into the University's educational programs. Every Penn State campus has an office for students with disabilities. The Student Disability Resources (SDR) website provides contact information for every Penn State campus: Contacts for Disability Resources at all Penn State Campuses. For further information, please visit the Student Disability Resources (SDR) website.

In order to receive consideration for reasonable accommodations, you must contact the appropriate disability services office at the campus where you are officially enrolled. You will participate in an intake interview and provide documentation, see Applying for Services from Student Disability Resources. If the documentation supports your request for reasonable accommodations, your campus’s disability services office will provide you with an accommodation letter. Please share this letter with your instructors and discuss the accommodations with them as early in your courses as possible. You must follow this process for every semester that you request accommodations.

Counseling and Psychological Services

Many students at Penn State face personal challenges or have psychological needs that may interfere with their academic progress, social development, or emotional wellbeing.  The university offers a variety of confidential services to help you through difficult times, including individual and group counseling, crisis intervention, consultations, online chats, and mental health screenings.  These services are provided by staff who welcome all students and embrace a philosophy respectful of clients’ cultural and religious backgrounds, and sensitive to differences in race, ability, gender identity and sexual orientation. Services include the following:

Counseling and Psychological Services at University Park  (CAPS): 814-863-0395
Counseling and Psychological Services at Commonwealth Campuses
Penn State Crisis Line (24 hours/7 days/week): 877-229-6400
Crisis Text Line (24 hours/7 days/week): Text LIONS to 741741

Reporting Bias-Motivated Incidents

Penn State takes great pride to foster a diverse and inclusive environment for students, faculty, and staff. Acts of intolerance, discrimination, or harassment due to age, ancestry, color, disability, gender, gender identity, national origin, race, religious belief, sexual orientation, or veteran status are not tolerated (Policy AD29 Statement on Intolerance) and can be reported through Educational Equity via Report Bias.

Military Personnel

Veterans and currently serving military personnel and/or spouses with unique circumstances (e.g., upcoming deployments, drill/duty requirements, disabilities, VA appointments, etc.) are welcome and encouraged to communicate these, in advance if possible, to the instructor in the case that special arrangements need to be made.

Inclement Weather

In case of weather-related delays at the University, this online course will proceed as planned. Your instructor will inform you if there are any extenuating circumstances regarding content or activity due dates in the course due to weather delays. If you are affected by a weather-related emergency, please contact your instructor at the earliest possible time to make special arrangements.

Connect Online with Caution

Penn State is committed to educational access for all. Our students come from all walks of life and have diverse life experiences. As with any other online community, the lack of physical interaction in an online classroom can create a false sense of anonymity and security. While one can make new friends online, digital relationships can also be misleading. Good judgment and decision making are critical when choosing to disclose personal information with others whom you do not know.

Deferred Grades

If you are prevented from completing this course within the prescribed amount of time, it is possible to have the grade deferred with the concurrence of the instructor. To seek a deferred grade, you must submit a written request (by e-mail or U.S. post) to your instructor describing the reason(s) for the request. It is up to your instructor to determine whether or not you will be permitted to receive a deferred grade. If, for any reason, the course work for the deferred grade is not complete by the assigned time, a grade of "F" will be automatically entered on your transcript.

Attendance

This course will be conducted entirely online. There will be no set class meeting times, but you will be required to complete weekly assignments with specific due dates. Many of the assignments are open for multiple days, so it is your responsibility to complete the work early if you plan to travel or participate in national holidays, religious observances or University approved activities.

If you need to request an exception due to a personal or medical emergency, contact the instructor directly as soon as you are able. Such requests will be considered on a case-by-case basis.


Disclaimer

Please note that the specifics of this Course Syllabus can be changed at any time, and you will be responsible for abiding by any such changes. All changes will be communicated with you via e-mail, course announcement and/or course discussion forum.